Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Frederick P. Cardinale, CPA/PFS, CFP®, CTRS
Managing Member and Wealth Advisor
(813) 991-1708
Expertise: Fred has a strong and lengthy background in taxation and financial concepts which has driven him to respond to clients' needs in many financial areas including: retirement, taxes, college planning, insurance, investments and...
Maisie M. Stradley
Financial Services Coordinator
(813) 991-1708
Aileen Velez
Accounting and Tax Preparation Specialist
(813) 991-1708
Expertise:Over the last several years, Aileen has prepared hundreds of personal and business tax returns and helped clients save hundreds and thousands of dollars. She prides herself on taking the time to understand the unique...
Paula Parada
Tax Professional
(813) 991-1708